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The carnage on global equity markets continued in the December quarter as investors steered clear of growth assets in search of liquidity and safe havens such as bonds and gold. Global equity markets in US dollar terms as measured by the Morgan Stanley World Index ended the quarter 22,18% down after its low [...] More on this topic (What's this?) As January Goes, So Goes The Year (Wall Street Sector Selector, 1/26/12) “Investment Postcards Daily” newspaper is out (October 31, 2011) (Wall Street Sector Selector, 10/31/11) The Economy and Bond Market Cheat Sheet (October 31, 2011) (GreenLightAdvisor Views, 10/30/11) 
By Mokgatla Madisha December’s survey results suggest a stabilisation of the deterioration in manufacturing business activity. The seasonally adjusted Investec PMI came in just above 40 index points, at 40.1 – only marginally higher than the record low of 39.5 posted in November. Both the seasonally adjusted indicators for output and [...] More on this topic (What's this?) Restoring the Dream: State of the Union Pitches an Economy "Built to Last" (Money Morning, 1/25/12) Polysilicon: The Biggest Development for Green Energy (Investment U, 1/31/12) U.S. Manufacturing Vitality Offers Opportunities (Investment U, 1/12/12) |
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By Prieur du Plessis, on January 19th, 2009 posted in: 
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ECRI Leading Indicator: Turning for the better?
Roach on U.S. economy, Fed policy, China, Europe
Prieur’s Readings (Jan 30, 2012)
European choices
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